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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,962 | $201,259-79.6% | $184,200-77.8% | $145,959-71.9% |
| Participation rate | 53.3% | 87.5%-34.2pp | 86.8%-33.5pp | 80.3%-27.0pp |
| Annual return | 15.24% | 28.98%-13.7pp | 28.80%-13.6pp | 561.95%-546.7pp |
| Employer contribution / active EE | $912 | $7,018-87.0% | $6,424-85.8% | $4,661-80.4% |
| Participant deferral / active EE | $3,907 | $9,806-60.2% | $9,132-57.2% | $6,689-41.6% |
| Admin fee / account holder | $648 | $16,372-96.0% | $13,907-95.3% | $13,398-95.2% |